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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-14-2014
- Office Locations
- 1
Office Locations
About Pensinger Financial, Inc.
Pensinger Financial, Inc. is a Lemont, IL fee-only, independent RIA providing fiduciary financial planning and investment management for individuals, families, and small businesses, including retirement plan support. The firm also offers estate and tax planning, plus mortgage and life insurance planning. Portfolios are primarily ETF-based, and the practice supports clients through a modern custodian stack (e.g., Altruist).
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Owner & Executives
MICHAEL DAVID PENSINGER
Chief Compliance Officer, Owner, President
- CRD
- #4866979
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRIAN P. BARDACHOWSKI
--
- CRD
- #4543928
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,911,041 | -- |
| Non-Discretionary | $1,390,822 | -- |
| Total | $50,301,863 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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